U.S. Equity Market Outperformance

U.S. Equity Market Outperformance According to Gavekal, U.S. outperformance is mainly cyclical, not structural, and best investment opportunities could be in non-US assets. Image: Gavekal, Macrobond

MSCI World Value vs. Growth

MSCI World Value vs. Growth Chart showing the record outperformance of Growth vs. Value since the Great Financial Crisis. Image: Goldman Sachs Global Investment Research

Does Berkshire Hathaway Still Have a Market-Beating Advantage Over the Long Run?

Does Berkshire Hathaway Still Have a Market-Beating Advantage Over the Long Run? We can ask ourselves if Berkshire Hathaway does still have a market-beating advantage over the long run, because Warren Buffett expects a very modest outperformance vs. the market over the next decade. But he can’t guarantee that, of course. Image: Financial Times